Radio Free Lair

[wow_happens28]

I forgot, few will see this anyway and all public info anyway so>>>>>

I think it possible a PR could come out soon, but no guarantee. they have a shareholder meeting June 20th and might want an announcement before then so they can talk about it.

My background: I have been in and out of RIBT since August 2006. I got in and got a 4 bagger in 9 months, but got stopped out. Got back in many times, one 3 bagger, the rest stopped out. Overall a huge loser, boo. I have two close RIBT buddies, one is a retired forensic accountant froma "Big 8:" company, and another a man who loves to research, he pays to track organic shipments into RIBT's warehouse in Sacramento from Thailand, he does patent and study research, etc. Those two through the years send me info and have passed some of it on to management, they know me and sometimes even send a TY, lol. The previous CEO thanked me at a CC I called into a couple of years ago for the info I sent.

A key here is stabilized rice bran is 12 to 15% protein.

Here is a chain of events in RIBT leading to a blockbuster deal, a deal RIBT is not talking about in the area of " disruptive innovation" in food, replacing real meat with artificial meat.

Timeline>>>

2006, world renowned meat extender expert Henk Hoogankamp is named to RIBT's BOD. He has written several books and many articles about rice bran and others. He is a world renowned expert about "sustainable foods" , his newest book out in February this year is all about meatless meat and "disruptive innovation"

https://www.google.com/search?q=henk+hoogenkamp+books+amazon&rlz=1C1CHBF_enUS778US778&tbm=isch&tbo=u&source=univ&sa=X&ved=0ahUKEwj38OzV15faAhVi5oMKHaqPC1cQsAQIOA&biw=1536&bih=759

His newest book, Protein Transition came out in February 2018. Read the summary, it is all about meatless meat. And note his tee shirt,
"Impossible'"

http://www.henkhoogenkamp.com/


Fast forward to summer 2016-- management is forced out by a group of shareholders, me not involved, but voted for the new group. Got a new CEO , sales VP and CFO and 3 new BOD members, one Ari Gendason is " senior vice president, head of corporate investments at Continental Grain Company, a privately held global food and agriculture company, much smaller than Cargill, but the same fields, notice " including protein production" in his RIBT BOD bio

https://www.ricebrantech.com/investor-relations/rbt-board-of-directors

Next in September 2017 Continental Grain buys 16% of RIBT stock

https://www.ricebrantech.com/news-room/press-releases/399-continental-grain-company-acquires-a-16-equity-interest-in-ricebran-technologies

Us long term shareholders are wondering why CG would invest in RIBT. The CG head of investments does not want to make an embarrassing investment does he?

Next October 2017, little old RIBT got an article in Forbes, a small company who never has had a profitable quarter. CG must have helped them get in, us shareholders were puzzled by this.>>>

https://www.forbes.com/sites/brucerogers/2017/10/12/ricebran-technologies-set-to-turn-lowly-rice-bran-into-high-tech-growth-sector/#7723cb576cd8

Next, December 2017, management and BOD members buy a lot of cash RIBT stock, cash and exercised warrants(same as cash, then again in February and late March. Note the green volume bars in December>>>

http://stockcharts.com/h-sc/ui?s=RIBT&p=D&yr=1&mn=0&dy=0&id=p98294299933

February, 2018, Henk puts his book out,(above) which is basically giving the Impossible Foods promo.

Now the key, I am snooping around trying to get info on Continental Grain about March 7th, wondering why they bought 16 % of RIBT. I am not knowledge d on the meatless meat trend. They are private and not much out there. I find a YouTube video with the CEO of Continental Grain chairing a Milken Institute Food Forum, "Feeding the Future: The Changing Landscapes of Food and Agriculture". This was from June 2017, 3 months before CG bought 16% of RIBT. The panel had a MON man, Pepsi man, a water expert, and the CEO of Impossible Foods. Listen to the first 7:30 minutes for sure and see the BINGO in the 1:10 - 1:53 mark.

https://www.youtube.com/watch?v=pNG1Q7d7uIw&t=112s

Yes, it looks like RIBT will be selling to Impossible Foods. RIBT estimates Q1 2018 sales down 5%, Q2 2 to 7% positive, Q3 up to 30% plus and Q4 plus 30%. But I don't know if that includes Impossible Foods or not. If not, wow, nice either way. I have IF links at the end of this

Next , I saw that video about a week before their CC on 3/15. I have called into their CC''s a few times since 2008, they always take my call, partly because of me and my friends emailing them info about studies, competition, new products, and etc., and they don't have many big funds calling in yet. The 2 CEO's seldom replied to any of my emails, just an occasional TY, for fear of giving out inside info. I then tell a friend and fellow shareholder I want to surprise them with the topic to try to get a reaction about a possible deal with a "Meatless meat" maker, reading between the lines of their answer.

Here is how it went as I was the fourth caller, George Johnston(actually Johnson)>>>
Operator

[Operator Instruction] Our next question comes from the line of George Johnston, Private Investor. Please proceed with your question.

George Johnston

Thank you, guys for the call, this really sounds very promising. One of the best calls ever as far as our future looks. Michael you mentioned the section at the Food Show was what disruptive innovation, was that it?

Michael Goose

Yes, we were in more of an up and coming brands spot or hot items.

George Johnston

Okay. As I notice [indiscernible] one of our Board members has a new book out. He mentioned the term disruptive innovation is major changes in food. And in one of the big ones out there now is Meatless Meat. There is a couple of companies trying going out at it.

I know the CEO of Continental Grain, Paul Fribourg spoke at a Milken Institute Food Forum, which is on YouTube last June. He had a very powerful statement he said, we used to be in the largest cattle feeding [Abrupt End]

Operator

Ladies and gentlemen, we have reached the end of the question-and-answer session and I would like to turn the call back to management for closing remarks.

CC below, 25:29 is my part, only 1 minute

http://public.viavid.com/index.php?id=128749

Yep , they cut me off and ended the call. Have you ever seen a call ended like that? I sent them a laughing type of email telling them I was not going to mention the name Impossible Foods. I told them since it seems sensitive to them I would not post the video or the Henk page showing him wearing an "Impossible'" tee shirt. Henk did make minor changes his home page since, but still wears the tee shirt. I have since sent them a couple of rice bran studies and new patents and they did not block my emails, lol. So, I am still in good standing, but like I said, they seldom send me a reply anyway, TY only if anything, they are very fussy about "inside info".

Next, they have a lot of warrants up to $6.55. I feel they have engineered a plan to try to get it past that. Warrants are like a bank loans with no interest. The $6.55's expire on December this year. The have a bunch at $2.00 as well. They may need that since Impossible Foods is moving into China this year. They will need money to get stabilizing done in China rice mills. Roy, stabilized rice bran is 12 to 15% protein, perfect source of protein for a meatless meat.

None of this is inside information. All above are public links. I got to give odds of it happening at 99%.. By the way, in the week after the CC, CG bought another 1,100,000 shares of RIBT, as well as most management and one BOD member bought more. That was after the call and guessing my mentioning IF might have sent the stock a bit higher, so the cut the call off.
https://ih.advfn.com/p.php?pid=nmona&article=77026127

I suspect RIBT's product will be in a new chicken meat, but I have not heard or seen that anywhere, just my speculation, and it will triple their sales in 2019

I don't care if you share this privately. But I did email mgt that I would not post publicly about Impossible Foods. Like I said, they must have a plan to get the stock up and I don't want to mess it up. Also, they never mention customers names. My guess is IF will come out with fake chicken meat next and stabilized rice bran will be an ingredient. RIBT may never mention it or PR it, but if IF comes out with a chicken meat and SRB is in it, same as RIBT announcing it. Nobody else makes that much quantity.

At the CC which I linked, RIBT has locked up double the rice bran to stabilize than they currently are using in California. And they are like frantically moving their HQ from Sacramento to Houston to be near the Delta rice mills to get even more. 70% of all USA rice is grown there. Why do they need that much more? I can guess it is possible they don't want rice mills hearing about this Impossible Foods or they might charge more for the rice bran, and or other rice ban producers might want to get involved, so that is why I don't want to post about the possible deal with IF.
Some are attacking Impossible Foods FDA approval. It could get in trouble, but not much bad publicity form big named sources/ Gates, Branson, Cargill, Nestle and Tyson are involved, they are the power. This UN 'Sustainable food"

Pagello since I made the above, they had another conference call, I did not call in this time, lol. Key statements
1. "they are working to build a presence in Arkansas and should have some news shortly". --Meaning the need maybe 50% more rice bran to stabilize.
2. "We have single opportunities that are bigger than everything we are doing combined right now in the food market.". Just maybe they have a tentative deal with Impossible, waiting for more locked up bran supply to make it official?

Also, read the RIBT board for more new info since early May



IF links>>>
https://www.afp.com/en/news/1313/impossible-foods-announces-114-million-convertible-note-startup-prepares-rapid-expansion-us-and-overseas-201804030066001

https://techcrunch.com/2017/08/01/impossible-foods-just-raised-75-million-for-its-plant-based-burgers/

http://fortune.com/2017/12/14/impossible-foods-burger-asia-debut-2018/

https://www.mercurynews.com/2017/09/13/impossible-foods-moves-from-beef-to-other-meats/


https://www.yahoo.com/finance/news/where-apos-beef-impossible-foods-213853473.html

https://techcrunch.com/2018/04/12/impossible-foods-goes-to-white-castle/

Huge Asian investors in Impossible foods>>>

Temasek Holdings-- Temasek Holdings Private Limited (abbreviated as Temasek) is a state-owned holding company that can be characterized as a national wealth fund owned by the Government of Singapore. Incorporated in 1974, Temasek owns and manages a net portfolio of $275 billion[3] (as of 31 March 2017), with S$18 billion divested and S$16 billion invested during the year,[4] and 68% exposure to Asia – 29% Singapore and 39% Asia ex-Singapore

https://en.wikipedia.org/wiki/Temasek_Holdings

Li Ka-shing(Worlds 20th richest man) And Horizons Ventures: The Making of A Venture Powerhouse
Notice the term "Disruptive innovation" in the link.

https://www.forbes.com/sites/shuchingjeanchen/2014/03/12/li-ka-shing-and-horizons-ventures-the-making-of-a-venture-capital-powerhouse/#54f66bde31b0

Another line about Temasek from the link below>>>>

In the seven years since the company raised its first $7 million investment from Khosla Ventures, Impossible Foods has managed to amass another $389 million in financing -- most recently in the form of a convertible note from the Singaporean global investment powerhouse Temasek (which is backed by the Singaporean government) and the Chinese investment fund Sailing Capital (a state-owned investment fund backed by the Communist Party-owned Chinese financial services firm, Shanghai International Group).

https://finance.yahoo.com/news/where-apos-beef-impossible-foods-213853473.html

I would have to guess Impossible will have bigger inroads into Asia than competitors, and remember the Wilmar deal.

http://www.marketwired.com/press-release/ricebran-technologies-wilmar-international-ltd-enter-into-agreements-develop-rice-bran-otcqb-ribt-1774654.htm